Park Edge Advisors, LLC
Long book
$433.9M
Q1 2026
Positions
141
Top-10 weight
62%
concentration
Last quarter
+3.6%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsPark Edge Advisors, LLC is an institutional manager, specialised in industrials (63% of the long book), running a $433.9M US long book across 141 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: LINCOLN ELECTRIC HOLDINGS, SS SPDR BB 1-3M T-BILL ETF, SIMPLIFY HIGH YIELD ETF, ISHARES 0-5 YEAR TIPS BOND E, SPDR GOLD SHARES.
Over the last 9 quarters its long book ran on average 2.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-11.6%
Q2 2024
+3.5%
Q3 2024
-0.3%
Q4 2024
+1.2%
Q1 2025
+6.9%
Q2 2025
+8.5%
Q3 2025
+2.2%
Q4 2025
+2.0%
Q1 2026
+3.6%
Sector allocation
Industrials 68%
Technology 10%
Financials 6%
Healthcare 5%
Consumer discretionary 4%
Energy 2%
Services media 2%
Other 2%
Long book by quarter
What does Park Edge own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 631.1K | $157.2M | 36.2% | -5.6% |
| XOM EXXON MOBIL CORP | Energy | 33.3K | $5.7M | 1.3% | -11.3% |
| JPM JPMORGAN CHASE & CO | Financials | 13.5K | $4.0M | 0.9% | -1.1% |
| WMT WALMART INC | Consumer discretionary | 31.4K | $3.9M | 0.9% | +28.4% |
| AAPL APPLE INC | Technology | 14.2K | $3.6M | 0.8% | +21.7% |
| MSFT MICROSOFT CORP | Technology | 8.1K | $3.0M | 0.7% | +1.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 14.0K | $2.9M | 0.7% | +0.8% |
| NVDA NVIDIA CORP | Technology | 15.8K | $2.8M | 0.6% | +15.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.6K | $2.7M | 0.6% | +36.5% |
| TJX TJX COMPANIES INC | Consumer discretionary | 16.4K | $2.6M | 0.6% | +12.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 10.7K | $2.6M | 0.6% | -0.1% |
| AVGO BROADCOM INC | Technology | 7.9K | $2.4M | 0.6% | -0.4% |
| META META PLATFORMS INC-CLASS A | Technology | 4.2K | $2.4M | 0.5% | +7.3% |
| COHR COHERENT CORP | Other | 9.9K | $2.4M | 0.5% | -14.2% |
| ABBV ABBVIE INC | Healthcare | 9.6K | $2.1M | 0.5% | +3.6% |
| MS MORGAN STANLEY | Financials | 12.2K | $2.0M | 0.5% | +217.5% |
| EMR EMERSON ELECTRIC CO | Industrials | 14.9K | $2.0M | 0.5% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 7.5K | $1.8M | 0.4% | -0.8% |
| GE GENERAL ELECTRIC | Industrials | 6.2K | $1.7M | 0.4% | -0.8% |
| GOOG ALPHABET INC-CL C | Technology | 6.0K | $1.7M | 0.4% | -23.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 11.9K | $1.7M | 0.4% | -2.6% |
| GEV GE VERNOVA INC | Industrials | 1.9K | $1.6M | 0.4% | -5.4% |
| NFLX NETFLIX INC | Services media | 16.9K | $1.6M | 0.4% | -19.3% |
| RTX RTX CORP | Industrials | 8.3K | $1.6M | 0.4% | +3.5% |
| NOC NORTHROP GRUMMAN CORP | Technology | 2.3K | $1.5M | 0.4% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.8K | $1.5M | 0.3% | +24.0% |
| V VISA INC-CLASS A SHARES | Services media | 4.7K | $1.4M | 0.3% | -3.0% |
| ORCL ORACLE CORP | Technology | 8.9K | $1.3M | 0.3% | -14.9% |
| WFC WELLS FARGO & CO | Financials | 16.3K | $1.3M | 0.3% | New |
| STE STERIS PLC | Healthcare | 5.3K | $1.2M | 0.3% | +0.2% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 6.3K | $1.1M | 0.3% | +0.3% |
| NEM NEWMONT CORP | Materials | 10.2K | $1.1M | 0.3% | New |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 17.0K | $1.1M | 0.2% | New |
| PEP PEPSICO INC | Consumer staples | 6.8K | $1.1M | 0.2% | -4.4% |
| TSLA TESLA INC | Industrials | 2.7K | $1.0M | 0.2% | +72.7% |
| PFG PRINCIPAL FINANCIAL GROUP | Financials | 10.2K | $922K | 0.2% | Held |
| LLY ELI LILLY & CO | Healthcare | 983 | $904K | 0.2% | -19.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 6.1K | $898K | 0.2% | +111.9% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 14.4K | $872K | 0.2% | -0.1% |
| MA MASTERCARD INC - A | Services media | 1.7K | $854K | 0.2% | -45.6% |
| AXTI AXT INC | Technology | 14.7K | $838K | 0.2% | -69.9% |
| PFE PFIZER INC | Healthcare | 22.4K | $629K | 0.1% | -6.4% |
| HD HOME DEPOT INC | Consumer discretionary | 1.9K | $625K | 0.1% | -0.5% |
| CRS CARPENTER TECHNOLOGY | Industrials | 1.5K | $586K | 0.1% | Held |
| CW CURTISS-WRIGHT CORP | Industrials | 827 | $563K | 0.1% | +100.7% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 2.7K | $546K | 0.1% | -17.0% |
| MRK MERCK & CO. INC. | Healthcare | 4.2K | $503K | 0.1% | Held |
| MCO MOODY'S CORP | Services media | 1.1K | $480K | 0.1% | -0.5% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 968 | $446K | 0.1% | -24.0% |
| DUK DUKE ENERGY CORP | Utilities | 3.3K | $427K | 0.1% | +3.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 141 | $433.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 151 | $441.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 9, 2025 | 146 | $433.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 143 | $389.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 10, 2025 | 137 | $359.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 140 | $343.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 139 | $350.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 134 | $327.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 124 | $358.4M | canonical | SEC ↗ |